Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.065 | 0 | 71 |
| 1 month | -0.018 | 0 | 50 |
| 3 months | -0.103 | 0 | 75 |
| 1 year | -0.046 | 0 | 87 |
| 3 years | 0.009 | 0 | 81 |
| 5 years | 0.075 | 0 | 70 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.036 | — |
| 2023 | 0.071 | — |
| 2022 | -0.181 | — |
| 2021 | 0.170 | — |
| 2020 | 0.287 | — |
| 2019 | 0.278 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.047 | — | — | — |
| 2024 | 0.045 | -0.036 | 0.091 | -0.058 |
| 2023 | 0.070 | -0.007 | -0.080 | 0.096 |
| 2022 | -0.121 | -0.130 | -0.008 | 0.080 |
| 2021 | 0.037 | 0.065 | 0.036 | 0.023 |
| 2020 | -0.182 | 0.173 | 0.132 | 0.185 |
| 2019 | 0.138 | 0.033 | -0.011 | 0.099 |
| 2018 | 0.009 | -0.092 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.046 |
| 3 years | 0.009 |
| 5 years | 0.075 |